Independent Wealth Network Inc. Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$311.1M

Holdings

282

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (282 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYGSPDR SERIES TRUST	121,430	$12.7M	4.08%
2	CATCATERPILLAR INC	26,531	$12.7M	4.07%
3	SPYMSPDR SERIES TRUST	149,292	$11.7M	3.76%
4	JPSTJ P MORGAN EXCHANGE TRADED F	196,277	$10.0M	3.20%
5	SPYVSPDR SERIES TRUST	147,540	$8.2M	2.62%
6	ACWIISHARES TR	42,109	$5.8M	1.87%
7	ILTBISHARES TR	113,650	$5.7M	1.84%
8	NVDANVIDIA CORPORATION	27,343	$5.1M	1.64%
9	AAPLAPPLE INC	19,581	$5.0M	1.60%
10	CVXCHEVRON CORP NEW	31,930	$5.0M	1.59%
11	DFUSDIMENSIONAL ETF TRUST	67,710	$4.9M	1.58%
12	MSFTMICROSOFT CORP	9,176	$4.8M	1.53%
13	RDFICOLLABORATIVE INVESTMNT SER	189,136	$4.6M	1.48%
14	SPABSPDR SERIES TRUST	173,216	$4.5M	1.44%
15	SLVISHARES SILVER TR	104,236	$4.4M	1.42%
16	VOOVANGUARD INDEX FDS	6,607	$4.0M	1.30%
17	FLRTPACER FDS TR	84,529	$4.0M	1.29%
18	SPYDSPDR SERIES TRUST	88,487	$3.9M	1.25%
19	NDQINVESCO QQQ TR	5,858	$3.5M	1.13%
20	GQ9SPDR GOLD TR	9,890	$3.5M	1.13%
21	AMZNAMAZON COM INC	14,816	$3.3M	1.05%
22	VUGVANGUARD INDEX FDS	6,165	$3.0M	0.95%
23	USRTISHARES TR	47,871	$2.8M	0.90%
24	VYMVANGUARD WHITEHALL FDS	18,997	$2.7M	0.86%
25	BRK/BBERKSHIRE HATHAWAY INC DEL	5,200	$2.6M	0.84%
26	PLTRPALANTIR TECHNOLOGIES INC	14,046	$2.6M	0.82%
27	FJANFIRST TR EXCHNG TRADED FD VI	49,833	$2.5M	0.80%
28	JEPIJ P MORGAN EXCHANGE TRADED F	42,555	$2.4M	0.78%
29	FLOTISHARES TR	46,515	$2.4M	0.76%
30	METAMETA PLATFORMS INC	3,233	$2.4M	0.76%
31	BILSPDR SERIES TRUST	25,710	$2.4M	0.76%
32	STIPISHARES TR	22,547	$2.3M	0.75%
33	XFEBFIRST TR EXCH TRADED FD III	125,185	$2.3M	0.73%
34	PSFFPACER FDS TR	72,203	$2.3M	0.73%
35	BUFRFIRST TR EXCHNG TRADED FD VI	63,685	$2.1M	0.68%
36	YYY*AMPLIFY ETF TR	179,957	$2.1M	0.68%
37	LQTIFIRST TR EXCHANGE-TRADED FD	102,374	$2.1M	0.67%
38	VVISA INC	5,643	$1.9M	0.62%
39	SPYSPDR S&P 500 ETF TR	2,840	$1.9M	0.61%
40	XLKSELECT SECTOR SPDR TR	6,642	$1.9M	0.60%
41	QYLDGLOBAL X FDS	107,603	$1.8M	0.59%
42	JPUSJ P MORGAN EXCHANGE TRADED F	14,495	$1.8M	0.58%
43	SGOVISHARES TR	16,837	$1.7M	0.54%
44	XAWFXALLIANCEBERNSTEIN GLOBAL HIG	147,632	$1.7M	0.53%
45	TSLATESLA INC	3,662	$1.6M	0.52%
46	UJANINNOVATOR ETFS TRUST	63,987	$1.6M	0.52%
47	BNDVANGUARD BD INDEX FDS	21,606	$1.6M	0.52%
48	BKLNINVESCO EXCH TRADED FD TR II	73,430	$1.5M	0.49%
49	AGGYWISDOMTREE TR	34,164	$1.5M	0.49%
50	BRK-BBERKSHIRE HATHAWAY INC DEL	2	$1.5M	0.48%
51	CGUSCAPITAL GROUP CORE EQUITY ET	36,281	$1.4M	0.46%
52	ITA*ISHARES TR	6,548	$1.4M	0.44%
53	QQQMINVESCO EXCH TRADED FD TR II	5,493	$1.4M	0.44%
54	DLNWISDOMTREE TR	15,589	$1.4M	0.44%
55	GOOGALPHABET INC	5,473	$1.3M	0.43%
56	IAU*ISHARES GOLD TR	18,248	$1.3M	0.43%
57	XMMOINVESCO EXCHANGE TRADED FD T	9,817	$1.3M	0.43%
58	SECTNORTHERN LTS FD TR IV	20,877	$1.3M	0.42%
59	PGXINVESCO EXCH TRADED FD TR II	112,879	$1.3M	0.42%
60	KYNKAYNE ANDERSON ENERGY INFRST	104,917	$1.3M	0.42%
61	SHYISHARES TR	15,612	$1.3M	0.42%
62	VBKVANGUARD INDEX FDS	4,270	$1.3M	0.41%
63	MSIMOTOROLA SOLUTIONS INC	2,673	$1.2M	0.39%
64	XLESELECT SECTOR SPDR TR	13,617	$1.2M	0.39%
65	MOALTRIA GROUP INC	18,222	$1.2M	0.39%
66	SOXXISHARES TR	4,415	$1.2M	0.38%
67	AQLTISHARES TR	8,302	$1.2M	0.38%
68	LGLVSPDR SERIES TRUST	6,442	$1.1M	0.37%
69	VCITVANGUARD SCOTTSDALE FDS	13,500	$1.1M	0.36%
70	VNQVANGUARD INDEX FDS	12,052	$1.1M	0.35%
71	BABOEING CO	5,078	$1.1M	0.35%
72	VIGVANGUARD SPECIALIZED FUNDS	4,959	$1.1M	0.34%
73	HACKAMPLIFY ETF TR	12,098	$1.1M	0.34%
74	IVVISHARES TR	1,552	$1.0M	0.33%
75	ARCCARES CAPITAL CORP	50,568	$1.0M	0.33%
76	EFAISHARES TR	10,994	$1.0M	0.33%
77	ETENERGY TRANSFER L P	58,886	$1.0M	0.32%
78	JSMLJANUS DETROIT STR TR	13,478	$1.0M	0.32%
79	XOMEXXON MOBIL CORP	8,815	$994K	0.32%
80	KRKROGER CO	14,734	$993K	0.32%
81	CGBLCAPITAL GROUP CORE BALANCED	28,598	$993K	0.32%
82	COSTCOSTCO WHSL CORP NEW	1,044	$967K	0.31%
83	GOOGLALPHABET INC	3,973	$966K	0.31%
84	VTIPVANGUARD MALVERN FDS	18,999	$962K	0.31%
85	LACLITHIUM AMERS CORP NEW	165,785	$947K	0.30%
86	WINNHARBOR ETF TRUST	29,903	$932K	0.30%
87	JCPBJ P MORGAN EXCHANGE TRADED F	19,527	$928K	0.30%
88	GCOWPACER FDS TR	22,923	$908K	0.29%
89	HONHONEYWELL INTL INC	4,189	$882K	0.28%
90	MINTPIMCO ETF TR	8,587	$865K	0.28%
91	CASYCASEYS GEN STORES INC	1,527	$863K	0.28%
92	FYCFIRST TR EXCHANGE-TRADED ALP	9,275	$841K	0.27%
93	SCHGSCHWAB STRATEGIC TR	25,966	$829K	0.27%
94	SPEMSPDR INDEX SHS FDS	17,694	$828K	0.27%
95	VOTVANGUARD INDEX FDS	2,787	$819K	0.26%
96	FEXFIRST TR EXCHANGE-TRADED ALP	6,892	$805K	0.26%
97	AVGOBROADCOM INC	2,411	$795K	0.26%
98	USHYISHARES TR	20,796	$786K	0.25%
99	AAXJISHARES TR	8,584	$783K	0.25%
100	EWAISHARES INC	28,904	$780K	0.25%

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